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Bulwark Capital’s Apple AAPL Stock Holding History

Bulwark Capital’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.28M Buy
3,837
+1,737
+83% +$558K 0.68% 35
2026
Q2 		$608K Hold
2,100
– – 0.34% 41
2026
Q1 		$533K Sell
2,100
-78
-4% -$20.3K 0.33% 39
2025
Q4 		$592K Sell
2,178
-185
-8% -$49.7K 0.42% 36
2025
Q3 		$602K Sell
2,363
-80
-3% -$18.1K 0.47% 36
2025
Q2 		$501K Buy
+2,443
New +$493K 0.42% 39

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bulwark Capital's AAPL Position: Q3 2026 in Review

Bulwark Capital increased its Apple (AAPL) stake by 83% in Q3 2026, buying an estimated $558K and bringing the position to 3,837 shares worth $1.28M. The position accounts for 0.68% of the portfolio, ranked #35.

Bulwark Capital first reported a position in AAPL in Q2 2025 and has held it in 6 quarters since. 3,331 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Bulwark Capital held 3,837 shares of Apple worth $1.28M as of Q3 2026.
  • Bulwark Capital bought 1,737 Apple shares in Q3 2026, an estimated $558K.
  • Apple made up 0.68% of Bulwark Capital's portfolio in Q3 2026, its #35 holding.
  • Bulwark Capital first reported a position in Apple in Q2 2025 and has held it in 6 quarters since.
  • 3,331 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.